Rodney Mogen is a 20+ year veteran in the financial industry. He graduated from Macalester College, in St Paul MN in 1999 with a double major in Economics and Finance, and minors in Psychology, History, and Art. He started off as a financial planner with Ameriprise Financial/IDS, grew a 500 annual planning practice, went into management, ran their financial planning unit, insurance call centers, while building and growing a 100 advisor agency. He then moved over to wholesaling, building a large presence as a top wholesaler, winning wholesaler of the year three times, and being recognized nationally for his speed of producing life ad Di cases, averaging over 70 a week with his advisers and maintaining an industry high average of 13 business days submission to issue. In Addition, Rodney became a well known small business expert for start-ups and growth stage businesses, advising and working with incubators all over the country helping create a strong system and process by doing business plans and helping mentor structure and leaders.
As a producer, Rodney, was #1 in DI policies in the country at Ameriprise in 2002, 2003, 2004, and top 5 from 2000-2006 and as an independent top DI producer council for the past 10 years, averaging 100 policies and 30k in annual premiums for IDI policies, while his team were top 3 in DI 2001-2009, taking the top prizes in 2003, 05, 07, 08, and 09. For LTC rodney averages 100 policies a year with 65k annual premium, has spoken across the country about LTC factors and its importance. He has been rated top planner quality by multiple organizations every year since 2001 through 2018 currently.
Rodney has a Doctorate in Business Administration focusing on Small Business and Individual Practice Development, Doctorate in Financial Planning, Masters in Business Administration, Master in Entrepreneurial Financing, Masters in Economics, Masters in Entrepreneurial Development, and Masters in Financial Planning, a MBA, the new National Association of Insurance and Financial Advisors designation LACP (Life and Annuity Certified Producer), AAMS CRPC, CCS, and over 26 more designations.
In 2012, Rodney opened his own business as an Advisor Consultant and small business specialist called Mogen Consulting Financial & Training LLC, helping advisors build fiduciary practices, train and hire staff and junior advisors, create succession planning, plus help advisors find the best insurance and income solutions for their clients and other strategies through Solve Ur Puzzles. Rodney has built a strong advisor consulting practice helping RIA’s, P&C, Employee Benefit Advisors, and other industry specialists grow their practice the right way, be a fiduciary, and is their specialist in the advanced insurance design, Disability, income ladder, and Long Term care specialties.
Rodney works with small business owners helping them write or re-write their business plans, organize their businesses correctly and so much more under the DBA Solve UR Puzzles. He has written several articles on small business development, thinking, and planning. Rodney works with advisers to build their own small business, but also help them build business planning systems for their clients. Rodney has testified in front of the US Congress and Senate committees as well as several state legislatures regarding small business financial issues an has done over ten studies on their affect in the economy and what rules do to small businesses.
Rodney, has proven himself as an expert in Advanced Life Insurance strategies, long Term Care, Disability Insurance, and Small Business Solutions. He has spoken across the country in many state legislatures, and at many organizations to be able to provide up to date factual information to better serve you the client. He actively coaches and educates advisers on these complex topics in order to make sure clients get the best service possible.
With his wife of 15 years, Myrta, Rodney also runs a non profit for physically abused children and battered/trafficked women to give them outlets. Rodney also sits on several boards including the NAIFA Texas board, the Red Cross of Austin, The National DBA Society, Insurance Industry Government Regulations, and also the Norwegian Society of Austin Board.
Rodney is very passionate with government issues, having played a large part in refining and improving public education, serving as the Chair for Public Education Reform under Governor Perry seeing large increases in Minority graduation and large decreases in largess spending. Rodney has also worked tirelessly with state and federal leaders to craft legislation favorable to our clients and to us, and helped minimize DOL impacts, and is continuing to work with the SEC to build a more comprehensive and favorable ruling for all. Rodney is the Government/IFAPAC chair for his Local in Austin, the National Political Action Committee as a regional vice chair, and also sits on our State Board in representing our needs and goals for the locals and also political action.
As a producer, Rodney, was #1 in DI policies in the country at Ameriprise in 2002, 2003, 2004, and top 5 from 2000-2006 and as an independent top DI producer council for the past 10 years, averaging 100 policies and 30k in annual premiums for IDI policies, while his team were top 3 in DI 2001-2009, taking the top prizes in 2003, 05, 07, 08, and 09. For LTC rodney averages 100 policies a year with 65k annual premium, has spoken across the country about LTC factors and its importance. He has been rated top planner quality by multiple organizations every year since 2001 through 2018 currently.
Rodney has a Doctorate in Business Administration focusing on Small Business and Individual Practice Development, Doctorate in Financial Planning, Masters in Business Administration, Master in Entrepreneurial Financing, Masters in Economics, Masters in Entrepreneurial Development, and Masters in Financial Planning, a MBA, the new National Association of Insurance and Financial Advisors designation LACP (Life and Annuity Certified Producer), AAMS CRPC, CCS, and over 26 more designations.
In 2012, Rodney opened his own business as an Advisor Consultant and small business specialist called Mogen Consulting Financial & Training LLC, helping advisors build fiduciary practices, train and hire staff and junior advisors, create succession planning, plus help advisors find the best insurance and income solutions for their clients and other strategies through Solve Ur Puzzles. Rodney has built a strong advisor consulting practice helping RIA’s, P&C, Employee Benefit Advisors, and other industry specialists grow their practice the right way, be a fiduciary, and is their specialist in the advanced insurance design, Disability, income ladder, and Long Term care specialties.
Rodney works with small business owners helping them write or re-write their business plans, organize their businesses correctly and so much more under the DBA Solve UR Puzzles. He has written several articles on small business development, thinking, and planning. Rodney works with advisers to build their own small business, but also help them build business planning systems for their clients. Rodney has testified in front of the US Congress and Senate committees as well as several state legislatures regarding small business financial issues an has done over ten studies on their affect in the economy and what rules do to small businesses.
Rodney, has proven himself as an expert in Advanced Life Insurance strategies, long Term Care, Disability Insurance, and Small Business Solutions. He has spoken across the country in many state legislatures, and at many organizations to be able to provide up to date factual information to better serve you the client. He actively coaches and educates advisers on these complex topics in order to make sure clients get the best service possible.
With his wife of 15 years, Myrta, Rodney also runs a non profit for physically abused children and battered/trafficked women to give them outlets. Rodney also sits on several boards including the NAIFA Texas board, the Red Cross of Austin, The National DBA Society, Insurance Industry Government Regulations, and also the Norwegian Society of Austin Board.
Rodney is very passionate with government issues, having played a large part in refining and improving public education, serving as the Chair for Public Education Reform under Governor Perry seeing large increases in Minority graduation and large decreases in largess spending. Rodney has also worked tirelessly with state and federal leaders to craft legislation favorable to our clients and to us, and helped minimize DOL impacts, and is continuing to work with the SEC to build a more comprehensive and favorable ruling for all. Rodney is the Government/IFAPAC chair for his Local in Austin, the National Political Action Committee as a regional vice chair, and also sits on our State Board in representing our needs and goals for the locals and also political action.